IAAG
V icon

Innovative Asset Advisors Group’s Visa V Stock Holding History

Innovative Asset Advisors Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Sell
970
-215
-18% -$69K 0.15% 122
2026
Q1 		$358K Buy
+1,185
New +$381K 0.21% 89

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Innovative Asset Advisors Group's V Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $69K and leaving 970 shares worth $333K. The position accounts for 0.15% of the portfolio, ranked #122.

Innovative Asset Advisors Group first reported a position in V in Q1 2026 and has held it in 2 quarters since. The position peaked at $358K in Q1 2026. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Innovative Asset Advisors Group held 970 shares of Visa worth $333K as of Q2 2026.
  • Innovative Asset Advisors Group sold 215 Visa shares in Q2 2026, an estimated $69K.
  • Visa made up 0.15% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #122 holding.
  • Innovative Asset Advisors Group first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Visa position peaked at $358K in Q1 2026.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.